+96.5%
STM vs PLUG
-44.1%
+140.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.5% | -9.6% | -7.0% |
| 7D | -6.0% | +2.8% | -8.8% | -6.8% |
| 30D | -20.9% | -22.8% | +1.8% | -15.6% |
| 3M | -15.8% | -32.4% | +16.7% | -7.3% |
| 6M | -17.0% | -53.4% | +36.3% | -1.8% |
| YTD | +76.8% | -25.9% | +102.7% | +93.7% |
| 1Y | +96.5% | -42.1% | +138.6% | +125.3% |
| All | +96.5% | -44.1% | +140.6% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling